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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

874 hedge funds and large institutions have $12.9B invested in Energy Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+49
Holders Change %
+5.94%
% of All Funds
20.04%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M

Top Buyers

1
QIM
Quantitative Investment Management
Virginia
+$221M
2
Ameriprise
Ameriprise
Minnesota
+$200M
3
State Street
State Street
Massachusetts
+$122M
4
Bank of America
Bank of America
North Carolina
+$121M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$108M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$105M
4
SPC
Slate Path Capital
New York
-$101M
5
Citigroup
Citigroup
New York
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
726
MinichMacGregor Wealth Management
New York
$152K +$137K +1,841 +944%
IUHSA
727
Itau Unibanco Holding S.A.
Brazil
$148K -$3.18M -41,900 -96%
CIA
728
CSat Investment Advisory
Michigan
$143K +$143K +1,877 New
TCOV
729
Trust Company of Vermont
Vermont
$138K – – –
TAM
730
Trust Asset Management
Texas
$136K +$136K +1,795 New
LIA
731
LS Investment Advisors
Michigan
$135K – – –
CPA
732
Clear Perspective Advisors
Illinois
$134K +$101K +1,332 +312%
GBBWRPM
733
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$133K +$4.03K +53 +3%
WAS
734
Winch Advisory Services
Wisconsin
$133K +$63.1K +831 +90%
FHA
735
First Horizon Advisors
Tennessee
$130K +$71.7K +947 +123%
HDIM
736
Hanson & Doremus Investment Management
Vermont
$125K – – –
CAL
737
Capital Advisors Ltd
Ohio
$122K – – –
GI
738
Gradient Investments
Minnesota
$117K +$33.8K +446 +41%
CIM
739
Contravisory Investment Management
Massachusetts
$115K -$227 -3 -0.2%
PCM
740
Poehling Capital Management
Wisconsin
$115K +$114K +1,500 +10,000%
AIM
741
Acropolis Investment Management
Missouri
$108K +$108K +1,421 New
ARMC
742
American Research & Management Company
Massachusetts
$104K +$66.2K +874 +175%
LJHT
743
Laurie J. Hall Trustee
$102K – – –
MGIA
744
Moneta Group Investment Advisors
Missouri
$98K +$88.2K +1,156 +896%
SFSIG
745
San Francisco Sentry Investment Group
California
$93K -$285K -3,772 -75%
BG
746
Bollard Group
Massachusetts
$93K +$610 +8 +0.7%
S
747
SignatureFD
Georgia
$89K +$30.3K +399 +52%
PCG
748
Private Capital Group
Connecticut
$86K – – –
KPCM
749
Kings Point Capital Management
New York
$86K +$76 +1 +0.1%
WAP
750
Wealthcare Advisory Partners
Pennsylvania
$86K +$49.5K +654 +135%
28 29
30
31 32